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Univest Financial
UVSP

Overview Fund Activity

156 hedge funds and large institutions have $627M invested in Univest Financial in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
45
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$6.62M
2
UF
2
Univest Financial
Pennsylvania
$15M
3
BlackRock
3
BlackRock
New York
$97.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$46.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.82M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.8M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$33.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$497K
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$9.11M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$4.79M +$801K +28,484 +20%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$4.26M -$644K -22,894 -13%
Prudential Financial
28
Prudential Financial
New Jersey
$3.96M +$433K +15,400 +12%
Ameriprise
29
Ameriprise
Minnesota
$3.87M +$173K +6,137 +5%
Bank of America
30
Bank of America
North Carolina
$3.03M -$138K -4,894 -4%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$2.91M +$1.14M +40,545 +64%
EF
32
Empowered Funds
Pennsylvania
$2.64M +$132K +4,690 +5%
State of New Jersey Common Pension Fund D
33
State of New Jersey Common Pension Fund D
New Jersey
$2.45M – – –
Invesco
34
Invesco
Georgia
$2.33M -$546K -19,386 -19%
MAM
35
Martingale Asset Management
Massachusetts
$2.01M +$745K +26,473 +59%
Barclays
36
Barclays
United Kingdom
$1.88M +$895K +31,783 +91%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$1.67M -$464K -16,500 -22%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.61M -$28.1K -1,000 -2%
Creative Planning
39
Creative Planning
Kansas
$1.52M +$391K +13,912 +35%
LCM
40
Logan Capital Management
Pennsylvania
$1.42M – – –
Two Sigma Investments
41
Two Sigma Investments
New York
$1.38M +$5.32K +189 +0.4%
Jane Street
42
Jane Street
New York
$1.37M +$592K +21,030 +76%
Franklin Resources
43
Franklin Resources
California
$1.35M +$356K +12,771 +36%
UBS AM
44
UBS AM
Illinois
$1.34M +$188K +6,667 +16%
Teacher Retirement System of Texas
45
Teacher Retirement System of Texas
Texas
$1.3M +$599K +21,295 +86%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$1.29M -$204K -7,235 -14%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$1.28M -$65.1K -2,313 -5%
RJA
48
Raymond James & Associates
Florida
$1.13M +$29K +1,030 +3%
IWA
49
IVC Wealth Advisors
Pennsylvania
$1.13M – – –
Citigroup
50
Citigroup
New York
$1.07M +$415K +14,736 +64%
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